Truist

Portfolio Manager II

Truist

full-time

Posted on:

Location Type: Office

Location: Greensboro • Florida • North Carolina • United States

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About the role

  • Responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios
  • Accountable for recommending credit structures with respect to quality and profitability within assigned geographies
  • Analyze financial statements and navigate a wide variety of financial structures, credit scenarios
  • Ensure commercial lending activities are executed according to Truist's policies and procedures
  • Build effective relationships with Risk Management and client managers

Requirements

  • Bachelor's degree, or equivalent education and related training
  • 3 years or less experience in commercial lending and/or credit experience
  • Comprehensive commercial lending, underwriting, and regulatory knowledge
  • Demonstrated effective problem solving skills
  • Understanding of financial and cost accounting principles
  • Strong interpersonal, written, and communication
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Benefits
  • Medical, dental, vision, life insurance
  • Disability, accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • No less than 10 days of vacation during first year of employment (prorated based on date of hire and by full-time or part-time status)
  • 10 sick days (also prorated)
  • Paid holidays
  • Potential eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritingcredit analysisfinancial statement analysiscommercial lendingcredit decisioningcredit structuresfinancial structurescost accounting principlesregulatory knowledgeproblem solving
Soft Skills
interpersonal skillswritten communicationverbal communication
Certifications
Bachelor's degree